Customer Success Manager, Settlement & Notary

Snapdocs

. Own the post-sale customer relationship and commercial outcome for a portfolio of Notary Connect and Snapdocs RON customers .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $107,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success and account management, focusing on driving customer adoption, retention, and measurable value through strategic planning and relationship building. Proficient in utilizing Salesforce for managing customer health and executing account strategies.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementSalesforce ExperienceExecutive CommunicationProject Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Relationship ManagementValue RealizationRenewals ManagementNegotiation SkillsData AnalysisWorkflow OptimizationChange ManagementTraining DevelopmentForecastingBusiness Case Development

Soft Skills

Strong CommunicationInterpersonal SkillsStrategic ThinkingProblem SolvingHigh Agency

Tools & Technologies

SalesforceAI ToolsCustomer Data Platforms

Industry Keywords

FintechMortgage TechnologyReal EstateLegal ServicesFinancial ServicesOperational ComplexityTransaction-Based ModelsTechnology-Enabled Delivery

About the role

Key responsibilities & impact

Own the post-sale customer relationship and commercial outcome for a portfolio of Notary Connect and Snapdocs RON customers
Manage customer health, value realization, retention, growth, and relationship continuity
Develop account strategies and maintain Salesforce success plans covering objectives, stakeholders, milestones, adoption gaps, risks, renewals, expansion opportunities, and forecasts
Establish baselines, target outcomes, and success measures; quantify realized value and build adoption business cases
Build executive alignment, customer champions, and multi-threaded relationships across customer stakeholders
Run operating reviews, executive business reviews, strategic planning sessions, and escalation communications
Lead post-launch adoption through pilots, rollout planning, training, change management, release readiness, and optimization
Demonstrate Notary Connect and Snapdocs RON and recommend workflow best practices
Lead renewal and expansion opportunities, including commercial offers, negotiations, buying-group alignment, and forecasting
Coordinate service delivery across Operations, the notary network, Implementation, Support, Product, Engineering, and Accounting
Own customer escalations through resolution and address underlying issues
Translate customer feedback, market patterns, and competitive signals into actionable input for Product, Operations, and go-to-market teams
Build reusable playbooks, customer stories, and operating practices for scaling across customers, verticals, and use cases

Requirements

What you’ll need

At least five years of experience in customer success, account management, strategic account management, or a related customer-facing role in a software or technology-enabled services business
Experience owning mid-market or enterprise customer relationships
Demonstrated ownership of renewals, expansion, upsell, value cases, commercial offers, negotiations, buying groups, forecasts, and closing opportunities
Track record of driving customer adoption and measurable value in a transaction-volume, product-usage, utilization, or service-performance business
Experience using customer, product, service, and financial data to identify risks and opportunities, quantify business value, and recommend actions
Strong executive communication and business acumen
Experience developing relationships across complex customer organizations and aligning stakeholders across operations, technology, finance, legal, compliance, and executive leadership
Experience leading customer enablement, workflow change, adoption programs, training, rollout planning, and ongoing optimization
Strong project and portfolio management skills
Ability to learn and confidently demonstrate a complex product and service model
High agency and structured judgment
AI fluency using approved AI tools in repeatable workflows while protecting customer data
Strongly preferred: experience across new-business sales and post-sale account ownership
Strongly preferred: experience in fintech, mortgage technology, real estate, legal services, financial services, or another regulated and operationally complex industry
Strongly preferred: experience with marketplace, network, service-linked, transaction-based, consumption-based, or utilization-based business models
Strongly preferred: experience moving manually coordinated services toward technology-enabled delivery
Strongly preferred: Salesforce or similar customer and revenue platform experience

Benefits

Comp & perks

30% variable compensation
Meaningful equity
Excellent medical, dental, and vision coverage
401(k) with up to 4% company match
16 weeks of paid parental leave
Flexible Paid Vacation Time Off + 10 Sick Days for exempt roles
Generous Accrued Paid Vacation Time Off + 10 sick days for non-exempt roles
Summer & Winter Break (~1-week each) + 9 Holidays per year
Healthcare and Dependent Care FSA
HSA Employer Contribution ($75-150 for individuals, $150-$250 for families)
$15K Family Building Benefit (lifetime limit)
Life and Disability Insurance
$1,500 Annual Lifestyle Stipend to support your well-being